Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HERZBERG LAW GROUP
EIN 82-2432400law practiceLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
4
505 FIFTH AVENUE, 5TH FLOOR - NEW YORK, NY 10017646-883-2454herzberglawgroup.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HERZBERG LAW GROUP CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HERZBERG LAW GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$801K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HERZBERG LAW GROUP CASH BALANCE PLAN | CashBalance | $2.3M | 2 | 2025 | |
| 001 | HERZBERG LAW GROUP 401(K) PROFIT SHARING PLAN | 401k | $801K | 2 | 2025 |
Retirement plans